structured worksheet designed to help clinicians organize key information during the early stages of a psychological assessment. This tool supports thoughtful case conceptualization, referral clarification, and test selection while keeping important clinical considerations in one place.

The worksheet guides clinicians through:

• clarifying the referral question and evaluation goals
• documenting relevant background information and context
• identifying hypotheses to explore during the assessment process
• selecting appropriate measures based on the referral question
• noting potential cultural, developmental, and contextual considerations
• organizing information needed for report writing

This tool can be used during intake, case planning, or consultation prior to testing. It is particularly useful for clinicians completing comprehensive evaluations such as learning, ADHD, autism, or diagnostic assessments.

While designed with psychologists and trainees in mind, it can be used by any clinician involved in psychological or psychoeducational evaluation.

The worksheet is meant to support organization and clinical thinking and serve as supervision documentation, required by each state. It does not replace professional judgment or formal training in psychological assessment.

This resource may be reused as often as needed in clinical practice.

A professional, template for requesting a reimbursement rate increase from insurance companies.

This draft letter is designed to help clinicians:

• initiate a fee schedule review in a clear, respectful manner

• frame reimbursement concerns around sustainability and access to care

• communicate value without adversarial or fear-based language

• avoid common missteps that can stall or derail negotiations

The template is written to align with typical payer expectations and can be easily customized based on:

• payer type (commercial or Medicaid)

• length of time in network

• services provided or populations served

This resource is intended as a starting point, not a guarantee of approval. Reimbursement decisions ultimately rest with each insurer, but a thoughtful, well-structured request improves the likelihood of a meaningful response. However, this letter has successfully resulted in increases in the past.

This letter can be re-used as many times as you need.

These supervision forms are designed to support meaningful conversations about culture, identity, power, and context within clinical supervision. They provide a structured way for supervisors and trainees to reflect on how cultural experiences influence case conceptualization, therapeutic relationships, and professional development.

The forms can be used to:

• guide culturally responsive supervision discussions
• support trainee self-reflection and awareness of cultural identity
• explore how culture influences clinical assumptions and interpretations
• strengthen dialogue around power dynamics within supervision
• encourage thoughtful consideration of clients’ cultural contexts

The materials include prompts that can be used for individual supervision meetings, supervision-of-supervision discussions, training seminars, or professional development exercises.

These forms are not intended to prescribe a single approach to culturally responsive practice. Rather, they serve as tools to encourage reflection, curiosity, and open conversation within the supervisory relationship.

They may be used repeatedly with trainees throughout the supervision process.

Editable Templates for Clinicians

This download includes a complete set of intake paperwork and informed consent forms adapted from documents I use in my own private practice. These forms are designed to balance legal clarity, ethical transparency, and client readability, without unnecessary jargon or intimidation.

They are especially well-suited for clinicians who want forms that feel professional and thorough, but still human.

What’s included

• Client informed consent for therapy

• Policies related to fees, cancellations, communication, and confidentiality

• Privacy policies

• Consent for telehealth services

• Telehealth location and emergency verification form

• Credit card authorization form

• Consent for electronic communication

• Psychological evaluation informed consent, pre-employment suitability evaluation

All documents are editable, so you can customize them to reflect your state laws, license type, practice policies, and clinical style. All documents also include clear, client-facing language designed to reduce confusion and follow-up questions

Who this is for

• New clinicians opening a private practice

• Clinicians revising outdated or overly complex paperwork

• Practices looking for a solid starting point rather than drafting forms from scratch

Important note

These templates are provided for educational and practical support and are not legal advice. Clinicians are responsible for reviewing and modifying forms to ensure compliance with their state laws, licensing board requirements, and practice policies.